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YorkBridge Wealth Partners’s BP BP Stock Holding History

YorkBridge Wealth Partners’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,238
Closed -$215K – 227
2019
Q2 		$215K Buy
5,238
+113
+2% +$4.74K 0.1% 166
2019
Q1 		$220K Buy
5,125
+439
+9% +$18K 0.1% 156
2018
Q4 		$172K Sell
4,686
-589
-11% -$23.5K 0.09% 162
2018
Q3 		$236K Sell
5,275
-76
-1% -$3.18K 0.11% 153
2018
Q2 		$230K Buy
5,351
+521
+11% +$21.9K 0.1% 161
2018
Q1 		$193K Sell
4,830
-920
-16% -$34.7K 0.09% 180
2017
Q4 		$209K Buy
5,750
+1,615
+39% +$58.5K 0.1% 171
2017
Q3 		$143K Sell
4,135
-71
-2% -$2.26K 0.07% 211
2017
Q2 		$131K Sell
4,206
-1,590
-27% -$49.5K 0.07% 216
2017
Q1 		$176K Buy
5,796
+623
+12% +$18.9K 0.09% 180
2016
Q4 		$152K Buy
+5,173
New +$156K 0.09% 184

Other funds holding BP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YorkBridge Wealth Partners's BP Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of BP (BP) in Q3 2019, closing a stake of 5,238 shares — an estimated $215K sold.

YorkBridge Wealth Partners first reported a position in BP in Q4 2016 and held it in 11 quarters. The position peaked at $236K in Q3 2018. 1,079 funds tracked by Wall St. Rank hold BP as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining BP position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 5,238 BP shares in Q3 2019, an estimated $215K.
  • YorkBridge Wealth Partners first reported a position in BP in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's BP position peaked at $236K in Q3 2018.
  • 1,079 funds tracked by Wall St. Rank held BP as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.